CSV to QBO converter for accountants and bookkeepers: turn a year of client bank and card exports into clean QuickBooks .qbo files, in bulk, reconciled.
No account needed for your first conversions. We never store your bank login.
Short answer: Accountants and bookkeepers use a CSV to QBO converter to turn the messy bank and card exports clients hand over into clean QuickBooks Web Connect (.qbo) files that import in one pass. Upload a client CSV or Excel file in the converter above, review the reconciled rows, and download a .qbo that QuickBooks Online and Desktop both accept. Nothing to install on a client machine, and every file is checked against its own total before you export.
Catch-up and cleanup work runs on files QuickBooks refuses: a year of statements in ten different layouts, mixed date formats, dollar signs in amount cells, and closed accounts the bank feed will never reach. This page is for the practice doing that work at volume. The converter reformats each file into the exact structure QuickBooks reads, so you spend your time categorizing and reconciling instead of hand-fixing spreadsheets.
| Plan | Best for | Conversions / month | Price |
|---|---|---|---|
| Free | Testing a client file before you commit | 3, no account | Free |
| Starter | A solo bookkeeper with a handful of monthly clients | 100 | $49/mo ($24/mo yearly) |
| Plus | A practice doing catch-up work, with batch upload and duplicate detection | 500 | $149/mo ($74/mo yearly) |
| Pro | A firm running conversions through an API or a shared team workspace | Unlimited | $499/mo ($249/mo yearly) |
Built for the CSV and Excel exports US banks and cards actually send, checked before it exports.
The converter adds up the transactions it parsed and matches that to your file total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
Date, description, and amount are detected for you, so you skip QuickBooks' strict 3-column and 4-column CSV layout.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Mixed date formats, currency symbols, and stray commas that break a raw CSV import are cleaned up before the .qbo is built.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a CSV, XLS, or XLSX export from your bank, credit card, or accounting tool. Any column order is fine.
Every transaction is parsed and checked against your file total. You see the rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, message us in chat.
Yes. The Plus and Pro plans include batch upload, so you can drop a whole folder of client statements in at once and get a .qbo for each. Every file is reconciled against its own total separately, so a bad row in one client's March statement does not hide inside the batch. This is the fastest way to bring a full year of a new client's accounts into QuickBooks in a single sitting.
A solo bookkeeper with a few monthly clients usually fits the Starter plan at 100 conversions. A practice doing onboarding and catch-up work wants Plus, which adds batch upload and duplicate detection at 500 conversions a month. A firm converting at high volume or through software picks Pro for unlimited conversions, API access, and team workspaces. Start on the free tier to test a real client file first.
Yes. The converter is not tied to any one QuickBooks company file. You convert each client's CSV to a .qbo, then import that .qbo into whichever client company you are working in. Because the output is a standard Web Connect file, it works across every client's QuickBooks Online or Desktop account without any per-client setup or connection.
Have the client download each account's history as a CSV or Excel file from their bank, convert each one to a .qbo, and import the .qbo files in date order. A .qbo is not held to the 350 KB CSV upload cap in QuickBooks Online, so a full year usually fits in one file per account. For the full workflow, see importing older transactions into QuickBooks.
Yes. The .qbo output imports into any QuickBooks Online company you have open in QuickBooks Online Accountant, the same way it imports into a standalone QuickBooks Online file. You do the conversion outside QuickBooks, then upload the .qbo under Transactions, Bank transactions, Upload from file in the client's books. Nothing about QuickBooks Online Accountant changes the import step.
The Pro plan includes team workspaces, so a firm can run conversions under one account with shared access instead of each staff member holding a separate login. Everyone works from the same plan allowance, and the converter runs in the browser, so there is no software to license or install on each bookkeeper's machine. Contact us if you need seats beyond the standard workspace.
Files are processed for the conversion and are not sold or shared. Because the tool runs in the browser and outputs a file you download, you are not wiring a client's live bank credentials into a third-party feed the way a direct bank connection does. You upload a static export, get a static .qbo back, and keep control of both files. Review the current terms and privacy policy for the exact data handling.
The rejects are almost always a format problem: wrong column count, mixed date formats, currency symbols in amount cells, blank rows, or a file over the 350 KB limit. Rather than hand-editing the spreadsheet to QuickBooks' rules, convert it to a .qbo, which applies every rule for you. The converter also flags when a parsed total does not match the file, so you catch a bad export before it reaches the client's books.
The converter reads CSV, TXT, XLS, XLSX, and XLSM exports from any US bank, credit card, or accounting tool, and writes a QuickBooks .qbo along with XLSX and CSV copies. On the Plus plan it also outputs QFX, OFX, QIF, and IIF, which covers Quicken and older QuickBooks import routes. One upload gives you the .qbo for QuickBooks plus a spreadsheet to review before you import.
No. The converter runs in any browser on macOS or Windows, so there is nothing to install, license per seat, or update on a client's computer. That is the main practical difference from desktop tools like ProperConvert, which have to be installed and licensed on each machine. You do the conversion on your own machine and hand the client a finished .qbo, or import it yourself.
Upload a CSV or Excel export, get a QuickBooks-ready .qbo back in seconds. No card to try it.
Related guides: convert any file with the CSV to QBO converter, run a folder of client statements through the bulk CSV to QBO converter, compare tools on the best CSV to QBO converter page, weigh a desktop tool against the browser with the ProperSoft alternative comparison, price a cleanup engagement with the QuickBooks cleanup cost guide, and work through onboarding with the QuickBooks cleanup checklist for a new client.
For the solo bookkeeper running a monthly close in QuickBooks.
USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
USD / month
billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
USD / month
billed $2,988 yearly
